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Chatbot to Human Agent Handoff Survey Template

Measure chatbot handoffs to live agents, cut drop-offs, and lift CSAT. Ready-to-use survey template to optimize customer support escalations.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Sample Survey Items

Q1
chat message
Welcome! Please think about your most recent support conversation where a chatbot transferred you to a human agent (preferably within the last 90 days). If you haven’t had one in the last 90 days, use your most recent.
Q2
multiple choice
Where did this conversation begin?
  • Website chat widget
  • Mobile app chat
  • Messaging app (e.g., WhatsApp, Messenger)
  • SMS/text
  • Social media chat
  • Voice/phone IVR with bot
  • Other
Q3
dropdown
When did this handover occur?
Q4
multiple choice
How did the transfer to a human agent happen?
  • I asked to speak to a person
  • The bot suggested transferring
  • It happened automatically when the bot couldn’t help
  • I was offered a choice of agents/channels
  • I’m not sure
Q5
rating
Overall, how would you rate the handover from chatbot to human agent?
Q6
opinion scale
How easy was the transition from chatbot to human agent?
Q7
numeric
About how many minutes did you wait between the bot and the human agent? If the handover was immediate, enter 0.
Q8
matrix
Please evaluate the handover.
Q9
multiple choice
Attention check: To confirm you’re paying attention, please select “Yes.”
  • Yes
  • No
Q10
rating
How effective was the human agent after the handover?
Q11
multiple choice
Was your issue resolved by the end of the conversation?
  • Yes, fully resolved
  • Partially resolved
  • No, not resolved
  • Not applicable
Q12
multiple choice
What, if anything, did you have to repeat to the agent? (Select all that apply)
  • Name or account details
  • Order/case number
  • Problem description
  • Steps already tried
  • Files or screenshots
  • Nothing had to be repeated
Q13
multiple choice
Thinking about timing, would you have preferred the handover to happen…
  • Sooner than it did
  • Later than it did
  • Timing was about right
  • No preference
Q14
opinion scale
How likely are you to use the chatbot again knowing a human handover is available?
Q15
dropdown
Where do you currently live?
Q16
dropdown
What is your age?
Q17
multiple choice
How do you describe your gender?
  • Woman
  • Man
  • Non-binary
  • Prefer not to say
Q18
dropdown
What is the highest level of education you have completed?
Q19
multiple choice
What is your current employment status?
  • Employed full-time
  • Employed part-time
  • Self-employed
  • Student
  • Unemployed and seeking work
  • Not working by choice (e.g., caregiver)
  • Retired
  • Prefer not to say
Q20
long text
What one change would have most improved the handover for you?
Max 600 chars
Q21
ai interview
AI Interview: 2 Follow-up Questions on your handover experience
AI Interview
Q22
chat message
Thanks for your time—your feedback will help improve future handovers.

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Chatbot to Human Agent Handoff Survey Template - Survey Template | QuestionPunk